WTM WHITE MTNS INS GROUP LTD COM

Ownership history in IFP Advisors, Inc  ·  32 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported WHITE MTNS INS GROUP LTD COM (WTM) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows WTM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in WHITE MTNS INS GROUP LTD COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WTM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFP Advisors, Inc held WTM — position size vs. price
% of Fund (quarterly)    WTM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED -1 -100.0% 0.00% $17K 2025-12-02 $2026.49
2025 Q2 UNCHANGED 1 0% 0.00% $2K 2025-07-24 $1777.07
2024 Q2 UNCHANGED 1 0% 0.00% $2K 2024-07-30 $1762.50
2023 Q4 REDUCED 1 -3 -75.0% 0.00% $2K 2024-01-09 $1496.33
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About IFP Advisors, Inc and WTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning WTM?

IFP Advisors, Inc reported WTM across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported WTM position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for WTM was 0.00% in 2025 Q3.

What is the latest reported WTM position on this page?

The latest section of the table and chart shows the most recent reported WTM position for IFP Advisors, Inc.

What does the chart on this WTM ownership page compare?

The chart compares IFP Advisors, Inc's quarterly WTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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